Retirement Planning in Lexington County, SC

We did the hard work of finding trustworthy partners in Lexington County, SC. Fill out the form to get connected.
Scroll to List of Firms

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Lexington County, SC

Carolina Wealth Management
SEC File# 801-63091
CRD# 131393
5 out of 5
Location 468 Old Cherokee Rd, Lexington, SC 29072, USA
Phone (864) 242-3637
Language https://www.carolinawealthmanagement.com/
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Crescent Financial Group
5 out of 5
Location 416 W Main St, Lexington, SC 29072, USA
Phone (803) 399-2000
Language https://www.financialadvisorslexington.com/
Directions
Heath Bartlett - Financial Advisor, Ameriprise Financial Services, LLC
3 out of 5
Location 947A E Main St, Lexington, SC 29072, USA
Phone (803) 957-3622
Language https://www.ameripriseadvisors.com/Heath.Bartlett/?cid=IP_local_google
Directions
Centaurus Financial
4 out of 5
Location 4580 Sunset Blvd, Lexington, SC 29072, USA
Phone (803) 748-7666
Directions
Retirement Planning in Lexington County, SC

About Lexington County, SC for Those Planning to Retire

Lexington County, SC is a bustling area located in the heart of South Carolina. It is home to a plethora of landmarks, including the beautiful Lake Murray, which offers breathtaking views and endless recreational opportunities. The county also boasts the Lexington County Museum, which showcases the area's rich history and culture. When it comes to top employers, Lexington County is home to a variety of businesses, including Amazon, Michelin, and the Lexington Medical Center. These companies provide ample job opportunities for residents and help to drive the local economy. Major highways and streets in the area include I-20, I-26, and US-1, which provide easy access to neighboring cities and towns. Additionally, the county has a well-developed network of local roads and thoroughfares, making it easy to navigate and explore. Neighborhoods in Lexington County range from historic downtown areas to modern suburban developments. Some popular neighborhoods include Lexington Heights, The Avenues, and Oak Grove Estates.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Lexington County, SC can benefit from a bank in numerous ways. For instance, a bank can provide financial assistance to entrepreneurs who are looking to establish their businesses in the county. This is particularly important given that Lexington County, SC is home to a thriving business community, which is always in need of funding to expand and grow. Furthermore, a bank can help residents to save money by offering attractive interest rates on savings accounts. This is especially important given that Lexington County, SC has a high cost of living, which can make it difficult for residents to save money. Additionally, a bank can provide mortgages to residents who are looking to buy homes in the county. This is crucial given that Lexington County, SC has a growing population, which has resulted in an increase in demand for housing. Overall, a bank can play a vital role in the economic development of Lexington County, SC by providing financial assistance to residents and businesses alike.

Insurance Broker

Residents of Lexington County, SC can greatly benefit from the assistance of an insurance broker. With the county's population rapidly growing, an insurance broker can help residents navigate the confusing and ever-changing world of insurance. For example, with the county's high rate of severe weather events, such as tornadoes and hurricanes, an insurance broker can help residents understand the intricacies of their homeowner's insurance policy and ensure that they have adequate coverage in the event of a disaster. Additionally, with the county's large number of small businesses, an insurance broker can assist business owners in finding the right coverage for their unique needs, protecting their assets and ensuring their continued success. Overall, an insurance broker can provide invaluable assistance to residents of Lexington County, SC, helping them navigate the complex world of insurance and providing peace of mind in the face of life's uncertainties.

Wealth Management

Residents of Lexington County, SC can benefit from the services of a wealth manager in several ways. One of the most common ways is through financial planning, which can help residents to set and achieve their financial goals. This can include retirement planning, estate planning, and investment management. Additionally, a wealth manager can provide guidance on tax planning and strategies to minimize tax liabilities. In Lexington County, SC, where the cost of living is relatively high compared to other areas of the state, a wealth manager can also help residents to manage their expenses and maximize their savings. With their expertise in financial matters, a wealth manager can provide valuable insights and advice to help residents make informed decisions about their finances and achieve long-term financial security.

Financial Advisor

Residents of Lexington County, SC could benefit from the guidance of a financial advisor in a number of ways. Firstly, given that the county has a relatively high cost of living compared to other areas in the state, a financial advisor could provide valuable advice on how to budget effectively and save for future expenses. Additionally, the county is home to a number of retirees, who may require assistance in managing their retirement savings and investments. A financial advisor could also help residents navigate the complexities of the local tax system, including property taxes and state income taxes. Furthermore, with the county's growing population and expanding job market, a financial advisor could provide guidance on how to invest in the local economy and take advantage of new opportunities. Overall, a financial advisor could play a critical role in helping residents of Lexington County, SC achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Lexington County, SC can benefit greatly from the services of a mortgage loan officer. These professionals can assist individuals in securing the financing needed to purchase a home in the area, which is known for its beautiful natural scenery and rich history. With its growing economy and diverse population, Lexington County offers many opportunities for homebuyers to find their dream home. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including determining eligibility, finding the right lender, and securing the best interest rates. Additionally, they can provide valuable advice on the local real estate market and help residents make informed decisions about their home purchase. Overall, a mortgage loan officer can be an invaluable resource for residents of Lexington County looking to buy a home and settle down in this vibrant community.

Tax Services

Residents of Lexington County, SC can benefit greatly from the expertise of a tax advisor. With the county's growing population and booming economy, tax laws and regulations are constantly changing, making it difficult for individuals to keep up with the latest updates. A tax advisor can provide valuable assistance in navigating these complexities, ensuring that residents are fully compliant with all tax laws and regulations. Additionally, with the county's large number of small business owners, a tax advisor can provide much-needed guidance in areas such as tax planning, financial reporting, and business strategy. Furthermore, with the recent changes brought about by the Tax Cuts and Jobs Act, a tax advisor can help residents take advantage of new deductions and credits, potentially saving them thousands of dollars in taxes each year. In short, a tax advisor can be an invaluable resource for residents of Lexington County, providing them with the knowledge and expertise needed to make informed financial decisions and achieve their financial goals.

Estate Planning Lawyer

Residents of Lexington County, SC can benefit from the services of an estate planning lawyer in several ways. For example, an estate planning lawyer can help residents create a comprehensive plan that ensures their assets are distributed according to their wishes. Additionally, a lawyer can assist in creating a living will, which is especially important in Lexington County, where the population is aging rapidly. Furthermore, an estate planning lawyer can help residents minimize tax liabilities and avoid probate court. With the complexity of estate planning laws and regulations, having a knowledgeable lawyer can provide peace of mind and ensure that one's wishes are carried out in the most efficient and effective manner possible.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Lexington County, SC can be a valuable resource for those looking to secure their financial future. With the unique characteristics of Lexington County, such as its rapidly growing population and diverse economy, a retirement planner can provide tailored solutions to meet the needs of each client. From analyzing investment portfolios to creating retirement income strategies, the planner can help clients navigate the complex financial landscape and make informed decisions. Additionally, the planner can offer guidance on tax planning, estate planning, and long-term care planning, ensuring that clients are prepared for any eventuality. With their expertise and knowledge of the local market, a retirement planner in Lexington County, SC can provide invaluable support to those seeking to retire with confidence and peace of mind.

Lexington County, SC is the ultimate destination for retirees seeking the best retirement planner. With its rich history and diverse culture, Lexington County offers a unique blend of traditional Southern charm and modern amenities. The county's vibrant community is home to some of the most experienced and knowledgeable retirement planners in the industry. These professionals are well-equipped to help retirees navigate the complex world of retirement planning, including investment strategies, tax planning, and estate planning. What sets Lexington County apart from other retirement planning destinations is its commitment to personalized service. Retirement planners in Lexington County take the time to understand each client's unique needs and goals, and they work tirelessly to create customized plans that meet those needs. Whether you're looking to maximize your retirement income, minimize your tax liability, or protect your assets for future generations, you can trust that the retirement planners in Lexington County have the expertise and dedication to help you achieve your goals.